MrRatable

Investor who likes software

[Zay Capital @cap_zay]

When I see semi bros complaining about their stocks fading after every "good" report. $SOXX

[MrRatable @MRatable]

When you do one channel check with an agentic dog walking startup in Palo Alto:

[Unemployed Capital Allocator @atelicinvest]

Um,

Companies are, in fact, vibe coding vendors out of existence.

Things are gonna get spicy

[MrRatable @MRatable]

He’s right but not in the way he meant it

[Polymarket @Polymarket]

JUST IN: Nvidia CEO Jensen Huang assures investors the AI stock selloff is temporary, declaring, “All of this is going to pass.”

[MrRatable @MRatable]

Tomorrow we find out if Leopold set risk limits for his second try as a HF manager

[MrRatable @MRatable]

@growintfast I’m not questioning his knowledge, I’m questioning his motives.
Ask yourself two questions: 1. How does he make money? 2. Why does the AI industry feed him insider information to trade and then publish?

[MrRatable @MRatable]

No, Dylan’s job is not to estimate what will happen. Dylan’s job is to hype up the AI trade as much as he possibly can.

[Dylan Patel @dylan522p]

@obsidiancap1 I don't care what consensus or expectations should be for IPO.
My job is to estimate what actually happens.
Also its 4.3x to 5x revenue growth, not 7x over the next 14 months.

[MrRatable @MRatable]

@growintfast Read the tweet thread i quoted from. He’s spouting ludicrously unrealistic growth curves that he knows won’t happen.

[MrRatable @MRatable]

@growintfast No, if he’s wrong he still has generational wealth

[MrRatable @MRatable]

Imagine doing business with Sam Altman

[MrRatable @MRatable]

@TMTLongShort No, betting markets aren’t rigged. Dems said that in 2024 when they had Trump as the favorite. It’s always cope when someone says that.
Betting markets are, however, driven almost entirely by polling averages. So they add a lot less incremental data than people think they do.

[MrRatable @MRatable]

My favorite HF trait is saying “people are short” or “people are long” when you’ve talked to one or two people

[MrRatable @MRatable]

I’ve never seen a productive question for management that started with the phrase “how should we think about X.”

[MrRatable @MRatable]

@PythiaR It’s about inflation not property appreciation. Borrowing with a 30 year fixed payment gets real valuable when the money you’re paying it with loses 3% or more of its value every year

[MrRatable @MRatable]

@CapstackCapital That’s called MPI

[MrRatable @MRatable]

Crazy how much MNPI suddenly exists at the end of a quarter that thousands of people know

[MrRatable @MRatable]

If they really wanted to crater the mosquito birth rate they’d raise housing costs and convince mosquitos to focus on their career

[Polymarket @Polymarket]

JUST IN: Trump signs executive order directing federal agencies to deploy genetic modification technologies against ticks & mosquitoes

[MrRatable @MRatable]

Very polite of Google to release Argon on the evening of 9/30 so we can cleanly model the impact

[MrRatable @MRatable]

@Flash_Capital_

[MrRatable @MRatable]

Imagine using notes instead of comments in excel. One of the most deranged things I can think of